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First Trust Value Line Dividend Fund

575 hedge funds and large institutions have $5.74B invested in First Trust Value Line Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 177 increasing their positions, 259 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

24% less funds holding in top 10

Funds holding in top 10: 3325 (-8)

32% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 259

Holders
575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
251
AmeriFlex Group
Nevada
$1.26M
SMC
252
Smith, Moore & Co
Missouri
$1.24M
FHC
253
First Heartland Consultants
Missouri
$1.24M
ACP
254
Argyle Capital Partners
California
$1.2M
MFG
255
Merit Financial Group
Georgia
$1.19M
OWA
256
Octavia Wealth Advisors
Ohio
$1.18M
FHA
257
Flagship Harbor Advisors
Massachusetts
$1.17M
BAM
258
Belpointe Asset Management
Nevada
$1.17M
WCM
259
Winebrenner Capital Management
Kentucky
$1.16M
Koshinski Asset Management
260
Koshinski Asset Management
Illinois
$1.16M
SF
261
Summit Financial
New Jersey
$1.14M
GF
262
GGM Financials
Ohio
$1.14M
IFWM
263
Institute for Wealth Management
Colorado
$1.13M
RIS
264
Richmond Investment Services
Wisconsin
$1.12M
CS
265
Capital Square
Tennessee
$1.11M
CAP
266
Columbia Advisory Partners
Washington
$1.11M
GAM
267
Gotham Asset Management
New York
$1.11M
BIP
268
Blueprint Investment Partners
North Carolina
$1.1M
BFA
269
Blueprint Financial Advisors
North Carolina
$1.1M
LSA
270
Lion Street Advisors
Texas
$1.08M
MOS
271
MGO One Seven
Ohio
$1.06M
LWM
272
Lighthouse Wealth Management
Ohio
$1.05M
NW
273
NewEdge Wealth
Pennsylvania
$1.03M
RW
274
RVW Wealth
California
$1.02M
FFS
275
Founders Financial Securities
Maryland
$1.01M